Lido Advisors
SCHM icon

Lido Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Lido Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.41M Sell
207,065
-97,674
-32% -$3.11M 0.02% 407
2025
Q4 		$9.08M Sell
304,739
-14,908
-5% -$444K 0.03% 337
2025
Q3 		$9.48M Buy
319,647
+292,707
+1,087% +$8.52M 0.03% 316
2025
Q2 		$756K Sell
26,940
-98,488
-79% -$2.6M ﹤0.01% 957
2025
Q1 		$3.29M Sell
125,428
-10,877
-8% -$303K 0.01% 426
2024
Q4 		$3.78M Buy
136,305
+10,368
+8% +$295K 0.02% 384
2024
Q3 		$3.49M Sell
125,937
-51,102
-29% -$1.36M 0.02% 360
2024
Q2 		$4.61M Sell
177,039
-27,966
-14% -$732K 0.03% 299
2024
Q1 		$5.56M Buy
+205,005
New +$5.23M 0.03% 264
2023
Q4 		– Sell
-993,468
Closed -$22.4M – 1422
2023
Q3 		$22.4M Buy
993,468
+587,604
+145% +$13.9M 0.17% 63
2023
Q2 		$8.38M Buy
405,864
+156,822
+63% +$3.53M 0.06% 165
2023
Q1 		$5.63M Buy
249,042
+207,987
+507% +$4.79M 0.05% 192
2022
Q4 		$898K Buy
41,055
+2,661
+7% +$58.3K 0.01% 433
2022
Q3 		$774K Sell
38,394
-966
-2% -$21.6K 0.01% 427
2022
Q2 		$823K Sell
39,360
-576
-1% -$13.3K 0.01% 397
2022
Q1 		$1.01M Sell
39,936
-1,572
-4% -$39.4K 0.01% 390
2021
Q4 		$1.11M Buy
41,508
+2,688
+7% +$71.7K 0.01% 401
2021
Q3 		$991K Buy
38,820
+9
+0% +$235 0.01% 409
2021
Q2 		$1.01M Sell
38,811
-27
-0.1% -$697 0.01% 380
2021
Q1 		$964K Buy
38,838
+1,533
+4% +$37.2K 0.02% 347
2020
Q4 		$848K Buy
37,305
+975
+3% +$20.3K 0.02% 351
2020
Q3 		$672K Sell
36,330
-6
-0% -$111 0.02% 328
2020
Q2 		$637K Buy
36,336
+180
+0.5% +$2.93K 0.02% 305
2020
Q1 		$508K Buy
36,156
+6,018
+20% +$110K 0.02% 320
2019
Q4 		$604K Buy
30,138
+540
+2% +$10.5K 0.02% 343
2019
Q3 		$558K Sell
29,598
-465
-2% -$8.79K 0.03% 311
2019
Q2 		$574K Buy
30,063
+14,709
+96% +$275K 0.03% 278
2019
Q1 		$283K Buy
+15,354
New +$274K 0.02% 406

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lido Advisors's SCHM Position: Q1 2026 in Review

Lido Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 32% in Q1 2026, selling an estimated $3.11M and leaving 207,065 shares worth $6.41M. The position accounts for 0.02% of the portfolio, ranked #407.

Lido Advisors first reported a position in SCHM in Q1 2019 and has held it in 28 quarters since. The position peaked at $22.4M in Q3 2023. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Lido Advisors held 207,065 shares of Schwab US Mid-Cap ETF worth $6.41M as of Q1 2026.
  • Lido Advisors sold 97,674 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $3.11M.
  • Schwab US Mid-Cap ETF made up 0.02% of Lido Advisors's portfolio in Q1 2026, its #407 holding.
  • Lido Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and has held it in 28 quarters since.
  • Lido Advisors's Schwab US Mid-Cap ETF position peaked at $22.4M in Q3 2023.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.